Financial Planning & Information Services, Inc. Jp Morgan ETF Tr Ultra Short I Transaction History

Financial Planning & Information Services, Inc.

  • $725 Million
  • Q3 2024

A detailed history of Financial Planning & Information Services, Inc. transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 460,079 shares of JPST stock, worth $23.3 Million. This represents 3.22% of its overall portfolio holdings.

Number of Shares
460,079
Previous 630,940 27.08%
Holding current value
$23.3 Million
Previous $31.8 Million 26.69%
% of portfolio
3.22%
Previous 4.87%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$50.25 - $50.74 $8.59 Million - $8.67 Million
-170,861 Reduced 27.08%
460,079 $23.3 Million
Q2 2024

Aug 13, 2024
BUY
$50.22 - $50.48 $1.07 Million - $1.07 Million
21,214 Added 3.48%
630,940 $31.8 Million
Q1 2024

May 14, 2024
BUY
$50.23 - $50.49 $5.57 Million - $5.6 Million
110,954 Added 22.25%
609,726 $30.8 Million
Q3 2023

Nov 14, 2023
BUY
$49.94 - $50.25 $2.28 Million - $2.29 Million
45,653 Added 10.08%
498,772 $25 Million
Q2 2023

Aug 11, 2023
BUY
$50.04 - $50.36 $9.4 Million - $9.46 Million
187,918 Added 70.86%
453,119 $22.7 Million
Q1 2023

May 02, 2023
BUY
$50.12 - $50.36 $9.02 Million - $9.06 Million
179,928 Added 211.0%
265,201 $13.3 Million
Q4 2022

Feb 13, 2023
BUY
$50.0 - $50.25 $4.26 Million - $4.28 Million
85,273 New
85,273 $4.27 Million

Others Institutions Holding JPST

# of Institutions
1,257
Shares Held
469M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN ETF TR ULTRA-SHORT I

JPST Quotes by TradingView
  • Ticker JPST
  • Sector ETFs
  • Industry ETFs
More about JPST
Track This Portfolio

Track Financial Planning & Information Services, Inc. Portfolio

Follow Financial Planning & Information Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Planning & Information Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Planning & Information Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email